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High Net Worth Advisory Group’s SPDR Gold Trust GLD Stock Holding History

High Net Worth Advisory Group’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.91M Hold
4,438
– – 0.45% 56
2025
Q4 		$1.76M Hold
4,438
– – 0.41% 57
2025
Q3 		$1.58M Buy
4,438
+500
+13% +$159K 0.38% 58
2025
Q2 		$1.2M Sell
3,938
-2,232
-36% -$676K 0.32% 69
2025
Q1 		$1.78M Hold
6,170
– – 0.5% 50
2024
Q4 		$1.49M Sell
6,170
-50
-0.8% -$12.3K 0.42% 60
2024
Q3 		$1.51M Hold
6,220
– – 0.41% 61
2024
Q2 		$1.34M Hold
6,220
– – 0.41% 57
2024
Q1 		$1.28M Sell
6,220
-252
-4% -$48.4K 0.4% 59
2023
Q4 		$1.24M Sell
6,472
-585
-8% -$107K 0.46% 52
2023
Q3 		$1.21M Sell
7,057
-147
-2% -$26.3K 0.48% 53
2023
Q2 		$1.28M Buy
7,204
+200
+3% +$36.7K 0.5% 53
2023
Q1 		$1.28M Sell
7,004
-472
-6% -$83.1K 0.52% 53
2022
Q4 		$1.27M Buy
7,476
+1,109
+17% +$179K 0.49% 53
2022
Q3 		$985K Buy
6,367
+480
+8% +$77.2K 0.42% 58
2022
Q2 		$992K Buy
5,887
+1,045
+22% +$182K 0.41% 59
2022
Q1 		$875K Buy
4,842
+485
+11% +$85.1K 0.32% 71
2021
Q4 		$745K Buy
+4,357
New +$731K 0.26% 79

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

High Net Worth Advisory Group's GLD Position: Q1 2026 in Review

High Net Worth Advisory Group held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 4,438 shares worth $1.91M. The position accounts for 0.45% of the portfolio, ranked #56.

High Net Worth Advisory Group first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • High Net Worth Advisory Group held 4,438 shares of SPDR Gold Trust worth $1.91M as of Q1 2026.
  • High Net Worth Advisory Group left its SPDR Gold Trust share count unchanged in Q1 2026.
  • SPDR Gold Trust made up 0.45% of High Net Worth Advisory Group's portfolio in Q1 2026, its #56 holding.
  • High Net Worth Advisory Group first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.